DR
DR

Daniel Rezhets

14 Years of Experience
Holmdel, NJ
Broker

Daniel Rezhets is a registered investment advisor at Empire Financial Management Company, LLC, based in Holmdel, NJ, with 14 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 983 clients with $710M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
983 clients
Average Client Portfolio
$718K average
Assets Under Management
$706.0M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are individually negotiated and range between approximately 0.5% and 1.75% based on a sliding scale of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

101 Crawfords Corner Road, Suite 3128, Holmdel, NJ, 07733-2151

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Empire Financial Management Company, LLC
March 2021 - Present · 5 yrs 7 mos
Empire Asset Management CompanyBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Bishop, Rosen & CO., INC.Broker
March 2012 - August 2016 · 4 yrs 5 mos
State Registrations10 states
AZCAFLMDNJNYPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors